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Intel still the biggest, but AMD, NVIDIA and TSMC are growing fast
When you look purely at the numbers then intel still is ranking all charts in terms of silicon sold, but a very interesting rpsort was released by IC Insights showing massive growth for a couple of companies like AMD, Nvidia and TSMC.
IC Insight reports that Intel generates sales of $ 73.9 billion from chip deliveries for the whole of 2020. That is an increase of 4 percent compared to last year. Samsung is in second place with an appraised turnover of about $ 60.5 billion, an increase of 9 percent. TSMC retains its third place at $ 45.4 billion, which is 31 percent more than last year.
Then looking at AMD and Nvidia. Nvidia is growing the fastest, said to be worth $ 15.9 billion in sales that are 50 percent more than last year. AMD enters new in the top 15, in the last place. AMD's chips are worth $ 9.5 billion, and that's a 41 percent differential seen from last year.
The total chip market will grow by 13 percent this year to $ 355.4 billion, IC Insights estimates. The growth is twice what was initially expected. Last year, the turnover from chips from the suppliers of the top 15 fell by 15 percent compared to a year earlier.
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Venix
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#5859676 Posted on: 11/27/2020 01:18 AM
Nope that's just a small amount of people that stated things like that. A lot of people me included responded to such statements with few and admittedly really easy arguments that show such statements are false. This point of view is not by any stretch of the imagination representative of this forum.
I thought Intel was dead, according to this forum :p
Nope that's just a small amount of people that stated things like that. A lot of people me included responded to such statements with few and admittedly really easy arguments that show such statements are false. This point of view is not by any stretch of the imagination representative of this forum.
Thunk_It
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Posts: 290
Joined: 2010-07-20
#5859946 Posted on: 11/28/2020 03:02 AM
Thanks Hilbert for posting this one. What I would add here is; competition is a very good thing!
Thanks Hilbert for posting this one. What I would add here is; competition is a very good thing!
Fox2232
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Posts: 11809
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#5859981 Posted on: 11/28/2020 09:12 AM
Well, we know even without chart that AMD sells everything they manage to get from forge.
But that does not change intel's situation even a bit.
Intel has production capacity, AMD does not. AMD can take from intel sales equal to their own production, nothing more.
Intel would be dead if AMD had 10 times as big production capacity available. And people can make projection and guess in which year AMD can physically produce enough to take away 1/2 of intel's business.
I think that before such thing happens, intel orders tons of chips from TSMC for one reason only. To take away production capacity from AMD.
Anyone remembers GloFo? They must be doing something, right? But my memory is bit hazy. I have not seen any news about them for very long time.
Well, we know even without chart that AMD sells everything they manage to get from forge.
But that does not change intel's situation even a bit.
Intel has production capacity, AMD does not. AMD can take from intel sales equal to their own production, nothing more.
Intel would be dead if AMD had 10 times as big production capacity available. And people can make projection and guess in which year AMD can physically produce enough to take away 1/2 of intel's business.
I think that before such thing happens, intel orders tons of chips from TSMC for one reason only. To take away production capacity from AMD.
Anyone remembers GloFo? They must be doing something, right? But my memory is bit hazy. I have not seen any news about them for very long time.
mohiuddin
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Joined: 2010-11-06
Senior Member
Posts: 927
Joined: 2010-11-06
#5860007 Posted on: 11/28/2020 11:54 AM
Last time i checked they were still tinkering with 12nm fab.
Anyone remembers GloFo? They must be doing something, right? But my memory is bit hazy. I have not seen any news about them for very long time.
Last time i checked they were still tinkering with 12nm fab.
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Do we know if nVidia numbers include Mellanox for this year or not ? (based on the bottom text, it should not be ; but still unsure)
It brings a little bit more than 600 Millions in Q3 2021 (fiscal year). So if it's been factored in, should be around 1 billion revenue coming from this acquisition this year (on 2 quarters that they've been fully integrated)
Intel's growth is dead, nearly flat. Compared to competitors in the market of course.